In 2022, domestic mobile phones will open a new round of attack in the folding screen mobile phone market .
On December 23, Huawei released its first vertical folding screen mobile phone. Glory also announced that the first folding flagship magicv will be released soon.
The source told the Securities Daily: "vivo, Yijia, Meizu and other manufacturers also plan to launch a new folding machine next year." At present, they have applied for patents related to folding screen.
Huawei, oppo, Xiaomi, Lenovo and other manufacturers that have entered the bureau have accelerated their layout this year, and those still outside have begun to brush their hands. Folding screen race track competition has begun. Is the market ready?
The shipment volume of next year will reach nearly 20 million
Recently, mobile phone companies have gathered to release folding screen mobile phones. In addition to Huawei, oppo and Xiaomi, glory, Yijia and Meizu will also accelerate the layout. Institutions generally predict that the global shipments of folding screen mobile phones will achieve scale growth next year, and the industry may meet the inflection point of the outbreak.
The DSCC report shows that the folding screen mobile phone market is still small, but growing rapidly. In the third quarter of this year, its global shipments were 2.6 million, a year-on-year increase of 480%, of which Samsung accounted for 93% and Huawei accounted for 6%. In the same period, 340 million smartphones were sold worldwide.
"Folding smartphones will reach nearly 20 million next year." Ville petteri ukonaho, deputy director of emerging terminal technology services at strategy analytics.
Driven by the influx of suppliers and the expansion of market scale, the price, product form and market competition of folding screen mobile phones will change next year.
"With the maturity of technology and supply chain, Chinese enterprises have entered the folding screen market. Due to the economies of scale of the industrial chain, the forms of folding screen mobile phones will become more diversified, the original high terminal prices will gradually decline, and the folding screen mobile phone market will rise faster." Major general Ding, founder of nail technology, believes that.
Deng Weiqiang, a lecturer and expert in the field of artificial intelligence at Macao University of science and technology, said in an interview with the Securities Daily: "next year, Huawei, oppo, glory and other domestic mobile phone brands will accelerate product iteration, take the middle crease of the folding display screen, screen width, lens, price, mobile phone power supply and other aspects as selling points, and accelerate market popularization."
In this context, the pattern of industrial competition outside China will also present another picture.
"Globally, the large-scale entry of domestic mobile phone manufacturers into the global folding screen mobile phone market will threaten Samsung's first mover advantage, which originally occupied most of the share. In the Chinese market, Chinese enterprises rely more on technological breakthroughs in the upstream industrial chain in terms of flexible screen, hinge and other hardware, but domestic mobile phone brands are more competitive in terms of software system adaptation and application scenario mining Compete for advantage. " Major general Ding told reporters.
Jiang Han, senior researcher of Pangu think tank, believes that: "The biggest advantages of domestic mobile phones are low price, high cost performance and the ability to quickly distribute goods. Once domestic mobile phones enter the folding mobile phone market on a large scale, it will quickly accelerate the market competition and the evolution of the pattern. However, at present, the folding screen mobile phone market does not have the conditions for large-scale popularization of products, and mobile phone manufacturers are still in the exploratory stage in terms of consumer acceptance, There is still some way to go for the real large-scale outbreak of the industry. "
there are still four major problems to be solved in the large-scale market
Although the folding screen mobile phone industry is on the rise, enterprises still need to cross four barriers in order to achieve large-scale applications.
first of all, in terms of price, the selling price of folding screen mobile phones is generally high. at present, the mainstream folding screen mobile phones in the Chinese market include Huawei, Samsung, oppo and other brands. The official price ranges from 7699 yuan to 17000 yuan. Even if the price has fallen below 10000 yuan this year, it is still an "aristocrat" in mobile phones, which is difficult for many consumers to accept.
The high maintenance cost of folding screen mobile phones is also amazing. It is understood that the maintenance cost of oppofindn's home screen alone is as high as 4800 yuan, and the 12g mobile phone motherboard is 3500 yuan, which is equivalent to the price of a common mobile phone. The maintenance price of Huawei and Samsung mobile phones is even higher.
"Affected by the rising price of raw materials, the shortage of parts and components and the low degree of scale, the cost of folding screen is still too high. Even if its mobile phone scale reaches tens of millions, it is still a 'minority' compared with the Global 100 million smart phones. Mobile phone manufacturers need to further reduce costs through technological innovation." Zhou Xibing, a researcher at the soft power research center of Chinese local enterprises, believes that.
in addition, the price is at a medium and high level, but the experience of folding screen mobile phones does not match it. Meet the eye everywhere. screen creases are obvious and incomplete. Consumers make complaints about the market.
Yuan Bo, senior communication engineer, said: "the folding screen mobile phone has not reached the rigid demand. It meets the marginalized demand, and may only be the transition of the curly screen mobile phone."
let's look at the technology. Due to the complex process, folding screen mobile phones have high requirements for flexible technology, hinge design and assembly. in addition to the yield of flexible screen technology to be improved, enterprises in the industrial chain still need to work on the core CPU.
finally, look at ecology. so far, Samsung and Huawei have not built a mature ecosystem around folding screen mobile phones, and there are still few developers of folding screen apps.
Deng Weiqiang said: "the incentives and willingness of mobile phone ecological developers are not high, and the market explosion is the breakthrough point that domestic manufacturers need to consider in the future."
Although there are many problems and difficulties, domestic enterprises are still constantly overcoming difficulties. It is understood that only the Huawei engineer team has developed the hinge of folding screen for three years, with more than 100 structural parts. At the same time, domestic display enterprises are developing rapidly. The p50pocket released by Huawei this time uses the flexible OLED screen of Visionox Technology Inc(002387) . It remains to be seen whether folding screen mobile phones can set off much waves.
(voice of Securities Daily)
